data backup for zoho sign
dear community, is there anyway to get backup (settings, files etc) on zoho sign? best umut
What do I enter onto the required fields when using the fetch of a certain app?
I am confused as to what to enter in the required field of the fetch action of certain apps. From my understanding, fetch action allows users to get additional information lacking from the trigger. I have tried to use this but each time I tried and placed
クライアントスクリプトで関連タブのデータを引っ張ってくる方法
先日、Meetupでご相談させていただいた内容です。 関連タブの情報を引っ張ってきて初期表示させたいと思っています。 具体的には、取引先タブの関連から受注書を開いたときや、 受注書を開いた後取引先を紐づけたとき、取引先から住所情報（郵便番号、都道府県、市区町村、町名・番地）が引き継がれますが、 同じように他の項目も引っ張りたいです。 （この運用では、見積を使わず直接受注書を使います） どのように関連データを取得するのかが分からず困っています。 どなたかお分かりの方教えてください。 よろしくお願
zoho IMAP does not collect new email
helo i face strange issue since couple days ago i have several email from zoho and support IMAP protocol. i have using zoho more than 1 year without any serious issue. but this day, the problem is the IMAP does not collect new email message at all.. we
Tags disappeared in both Thunderbird and Mac Mail today
Something changed recently on Zoho's end. I'm no longer able to view or save any of my colored tags in either the Thunderbird email client as well as my Mac Mail client software. What changed on Zoho's end and how can we get our tags to work again? This
24 Hour Delay after Autoresponder Edit
Hey Zoho Team and Community!! I hope all is well. I'm having another issue with autoresponders in Campaigns. When testing my autoresponder, I set delay time for 100 days (for example) because I don't want it to actually go out during testing/editing.
Zobot not initiating chat
Hi, We are using the codeless bot on our website and up until recently have had no issues. However, just recently the bot has stopped initiating chat. I have the settings set to initiate chat 1 second after the user lands on the site, however it does
Evernote migration error message
I've tried exporting individual notebooks from Evernote to html format, as instructed by the help dialog in Notebook. but every time I attempt to drop/open the folder containing the exported notes I get this error message: COM.NOTEBOOK.UNSUPPORTED_FILE_FORMAT
Move start date
I’m just starting to use Projects and regularly juggle a number of projects simultaneously. I’d like to move the start date of a project and have the associated milestones, lists and tasks etc updated to reflect the change in start date. This would be
Split list by new line
Hello, How would I be bale to put text into a list and splitting it by a new line? This is what I currently have but it is not working: scan = input.OCR; scanList = scan.toList("/n");
Custom message form field validation
Hello, I have a problem with the validation of the forms and custom messages. I have an integrated form with html and css in Elementor and WordPress that works correctly. However, I would like the validation messages for the fields to appear on the
Sharing Ipad during meeting and webinar
Does the ability exist to share ipad screen in meetings and webinar? All my presentations, slides, notes, etc are on my ipad (which is becoming more and more the case for a lot of people). The only thing keeping me from moving over to zoho meetings
Populate subform from a Multi Select Field
Hi All Hopefully someone can oush me in the right direction. I have the following modules: Accounts Products at client ( Ours and compititions ) Contracts The contracts modules deals with the ocntracts at the cleint, their can be more than one product
Closing a Task with Multiple Task Owners
hello, As per the subject matter, please see the attached file. If one of the Task Owners, example Melvin closes this Task, the other Task Owner, which is Fred cannot enter his actual Time because the Task is already closed. Is there a way that the Task must be totally close if all Task Owners Status are close, if other owner still has an Open Status for this particular task, it should not be close.
I'm new here and used to used excel back in 200 please help
Im trying to set up were I can input certain data on one sheet or multiple sheets and then on last sheet have it auto pull that information from previous sheets to get a full calculations I.E Sheets1-4 trip number miles loaded and empty and cost Sheet
Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más
¡Hola a todos! Nos complace anunciar la nueva edición de Bigin que contiene varias funciones nuevas, como la multidivisa, los flujos de trabajo avanzados, los campos de búsqueda personalizados y mucho más: la edición Prémium. Ahora Bigin está disponible
How to update zoho CRM Variables?
I am working on Zoho CRM extension. I can get the CRM variables value with this ZOHO.CRM.API.getOrgVariable("variableNamespace").then(function(data){ console.log(data); }); But I want to update this CRM Variables value from the widget and how I will
Can Workflow Email notifications be sent via IMAP email account
Our CRM users are all configured to send emails via IMAP It seems though that any email notifications sent via a workflow are sent via Zoho's mail servers. How do we get our workflow email notifications to send using our IMAP email accounts. I have tried
How to add a border radius to iframe
Hello! I was wondering if there was a way to add a border radius to my zoho form so it matches the container radius it is embedded into. (the picture below shows the issue). Here is the code I am using to embed the zoho form not sure if I can just add
Zoho Creator: Waarom heeft jouw bedrijf low-code nodig?
Zoho Creator: Waarom heeft jouw bedrijf low-code nodig? Less is more, en eenvoudiger is altijd beter. Zoho Creator biedt deze perfecte combinatie die de eens zo complexe taak van applicatie-ontwikkeling toegankelijk maakt voor de gemiddelde gebruiker.
Multilingual Knowledge Base is now available for beta access!
Hello, everyone! We are thrilled to announce that Multilingual Knowledge Base is now available for beta access. This will be a big enhancement to your efforts in providing self-service for customers across the world. Here's what we have in store: A
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Getting and setting Territory Assignments in a function
Hi, How do I get the current territory, and set/change territory assignments in a function? I want to be able to programmatically set the assigned territory for a contact with a function.
Quote get aditional materials to a field
Hello, is it possible to get aditional materials to a field from different Rows. I want to row 1 productname to a field. And row 1 quantity to a other field. Etc. Greetings Kevin
Warehouse address cards only reflect Street 1, despite the settings permitting two Street lines.
Hello, The displayed warehouse addresses only show the first line, despite there being two street address lines that can be assigned in the warehouse settings. While it's not the end of the world, it is able to lend itself to confusion. Thanks, Bryan
Sorting of Email for Deletion with large file attachment
Good Day! Dear Zoho Team, May we request a button for Sorting Email by each Attachment Size (Descending)? For we can easily identify the emails with huge attachments, which are being sorted and subject for deletion if necessary. Hoping for your response.
マーケットプレイスのアプリでLINE連携に成功しました！
お世話になっております。 以前投稿していましたマーケットプレイスのアプリですが、なんとかLINEとの連携に成功しました。 B to C のビジネスではLINEでのやりとりが可能になるのは助かると思います。 よかったら参考にされてください。
The Face objects cart.cart_id and cart.checkout_url return null values.
Hello, The cart object in Face appears to be returning null values, at least for cart_id and checkout_url. Attempted usage is simply {{ cart.cart_id }} and {{ cart.checkout_url }}. Thanks, Bryan
How to properly create custom persistence layer?
I need to integrate the CRM API with my service in Nest.js. Unfortunately, it requires I implement an interface to use a custom persistence layer, in my case, Mongo. Since I'll need to instantiate the resulting class, I can't inject the model as I normally
Extra charges aside Pricing Subscription for Zoho Desk
Hi Everyone... I intend to buy Zoho Desk subscription but I'd like to know the extra charges that comes with it but is not included in the major pricing detail. Also for my channels, does Zoho Desk has the call, SMS and Email support system or I will
Funnel Chart - Custom order
Hi, Is it possible to define a funnel chart order on zoho creator page? for example, i want to use the funnel for leads conversion. the funnel should represent the lead statuses. I would like to have the "Won" status on the funnel bottom. Thanks
How can i upgrade my subscription
I do not have option to upgrade , how can i upgrade
You have to apply Zero Rate tax to an export transaction
Does anybody knows how to provide a Zero Rate tax in Zoho API? Source
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Please, I need to unlock the mail ventas.concepcion@trackmaq.cl; the user can get inside this account but can't send emails or work properly. It will be greatly appreciated. Thank you. Diego Sánchez.
Incoming webhook parameters
I have an incoming webhook into Flow with info I need to create a Sales Order. It needs to be a custom function because multiple items are possible. When I create a custom function to gather all this data, I need 13 parameters to map all this data.
12/17(金) Meetupのスライドと集合写真の共有 (Zoho CRM ユーザー事例)
みなさま、こんにちは。 先週の金曜日、Meetup（ユーザー交流会）を開催しました。Zoho ユーザーさまによるZoho CRMの活用事例をはじめ、Zoho CRM Plus に関する相談会やグループディスカッションなどが開催され、活発な情報・意見交換の場となりました。 ご登壇いただいた中山さま、西尾さま、相談会の講師・ファシリテーションにご協力いただいた白木さま、 そしてご参加いただいたZoho ユーザーのみなさま、改めてありがとうございました！ 以下、当日の発表スライドを共有いたします。 ◎「『ON
Zoho Desk - Schedule ticket closing
Hello, I'd like to automate ticket closing when no customers answers after a 48h delay. I tried to add a ticket state, to create a rule, but I don't find a way to scheduale the closing. Any idea ?
Wrong country listed for Slovenian language in Zoho Writer
When selecting Slovenian language in Zoho Writer, the name of the country that is displayed is Serra Leone which is wrong country for that language. Sierra Leone is a country in Africa and they speak English language. Correct country for Slovenian language
Bug Between Zoho Project and Zoho People interface with "Billable" vs "Non-Billable" changes
Zoho Project does not capture the correct billing status ("Billable" vs "Non-Billable") from Zoho People. This bug happens when: 1- In Zoho People, a Time Sheet is deleted 2 - A new time sheet for the same parameters (date, client, etc.) that was found
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